Investments & digital assets › F8949.D.X204
F8949.D.X204 · federal · F8949 line D.X204
Lumen Optics (acquired 2023-06-29, sold 2025-04-30; proceeds 1,098.70, basis 1,100.45)
-1.75
engine v3
not yet verified
How this number was built
R-8949-LOT One line per sale: proceeds minus basis plus adjustment. Broker basis is used as reported unless a supplemental statement for the same lot is matched.
Sources (6) — where the inputs came from
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X204_desc · “Lot X204 description”
read as “Lumen Optics” → Lumen Optics
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X204_acq · “Lot X204 date acquired”
read as “06/29/2023” → 2023-06-29
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X204_sold · “Lot X204 date sold”
read as “04/30/2025” → 2025-04-30
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X204_proceeds · “Lot X204 proceeds”
read as “1,098.70” → 1,098.70
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X204_basis · “Lot X204 cost basis”
read as “1,100.45” → 1,100.45
99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 10 · field X204_wash · “Lot X204 wash sale loss disallowed”
read as “0.00” → 0
99%
Flows into
History — nothing is overwritten
v1 · 2026-03-04: -1.75v2 · 2026-03-19: -1.75v3 · 2026-06-23: -1.75
Adjust this number
Evidence & discussion
Record how you verified it